September 8, 2020Estate Planning COMMON BAD EXCUSES FOR PUTTING OFF ESTATE PLANNING In 1771, George Washington famously wrote to Harriot Washington, “It is better to offer no excuse than a bad one.”...
February 16, 2015Estate Planning, Inheritance, Trusts, Wills Estate Planning Tips for the Non-Traditional Family Estate Planning Tips for the Non-Traditional Family The percentage of married households in the United States fell from 55 percent...
June 13, 2014Estate Plan, Estate Planning Estate Planning for the Blended Family Little attention has been paid to the estate planning issues confronting blended families. A blended family or step family is...
June 13, 2013IRA Decisions About Inheriting an IRA account Question: "My husband died earlier this year and had a large amount of money in his Individual Retirement Account (IRA)....
April 17, 2013End of life decisions, Special Needs Planning, Special Needs Trusts The Future and Security of your Disabled Child The Future and Security of your Son or Daughter What Will Happen After I'm Gone? Imagine for a moment that...
January 17, 2012Joint Tenancy The Perils of Joint Tenancy The Perils of Joint Tenancy One day Dad and Mom hear about this great idea called “joint tenancy” and put...